RIDGEWOOD INVESTMENTS LLC

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Ridgewood Investments is based out of Springfield. Ridgewood Investments is a large advisory firm with 190 clients and discretionary assets under management (AUM) of $251,143,056 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $128,524,000 in managed 13F securities and a top 10 holdings concentration of 31.66%. Ridgewood Investments's largest holding is Berkshire Hathaway Inc Class B with shares held of 92,761. Whalewisdom has at least 13 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $128.524 Million
  • Prior Market Value $127.875 Million
  • New Purchases10 stocks
  • Additional Purchases96 stocks
  • Sold out of10 stocks
  • Reduced holdings in59 stocks
  • Top 10 Holdings % 31.66 %
  • Turnover % [1]:10.58%
  • Turnover Alt % [2]: 4.71 %
  • Time Held Top20:7.65 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:7.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.65%
Performance Last 4 Quarters: -4.57%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RIDGEWOOD INVESTMENTS
Classified as Hedge Fund
623 MORRIS AVENUE
SPRINGFIELD NJ    07081
Country: United States

Business Phone: 973-544-6970
Fax: 973-544-4026
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities: 24,161,400
Total Number of Clients: 190
Amount of client funds and securities by related persons: 15,804,600
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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RIDGEWOOD INVESTMENTS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MAJMUDAR, KAUSHAL, BHUPENDRA PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND MANAGING PARTNER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, AND CHIEF INVESTMENT OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2001-12-01
NAVA-MAJMUDAR, AHALYA VICE PRESIDENT AND CO-OWNER 02/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CO-OWNER direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2006-02-01
MCGUIRE, TERRANCE, PATRICK PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER 08/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND STRATEGIES GROUP direct 2012-08-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER direct 2012-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FREEDOM INCOME FUND I SERIES United States 805-4724104031 Other Private Fund INCOME FUND 9,008,593 300,000
RIDGEWOOD DIVIDEND PARTNERS FUND United States 805-7967008438 Hedge Fund 4,114,918 250,000
RIDGEWOOD REAL ESTATE SERIES 1 United States 805-1124310518 Real Estate Fund 15,720,000 500,000
FREEDOM REAL ESTATE SERIES 1 United States 805-6573166687 Real Estate Fund 6,796,000 500,000
RIDGEWOOD SELECT VALUE FUNDS United States 805-6423380045 Hedge Fund 2,328,846 100,000

RIDGEWOOD INVESTMENTS LLC

ownership team - last updated 2018-12-13
Name Title Start Date Direct/Indirect % Ownership
MAJMUDAR, KAUSHAL, BHUPENDRA PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND MANAGING PARTNER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, AND CHIEF INVESTMENT OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2001-12-01
NAVA-MAJMUDAR, AHALYA VICE PRESIDENT AND CO-OWNER 02/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CO-OWNER direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2006-02-01
MCGUIRE, TERRANCE, PATRICK PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER 08/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND STRATEGIES GROUP direct 2012-08-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER direct 2012-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FREEDOM INCOME FUND I United States 805-4724104031 Other Private Fund INCOME FUND 9,076,000 300,000
RIDGEWOOD DIVIDEND PARTNERS FUND United States 805-7967008438 Hedge Fund 3,000,000 250,000
RIDGEWOOD REAL ESTATE SERIES 1 United States 805-1124310518 Real Estate Fund 15,720,000 500,000
FREEDOM REAL ESTATE SERIES 1 United States 805-6573166687 Real Estate Fund 6,796,000 500,000

RIDGEWOOD INVESTMENTS LLC

ownership team - last updated 2017-05-03
Name Title Start Date Direct/Indirect % Ownership
MAJMUDAR, KAUSHAL, BHUPENDRA PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND MANAGING PARTNER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, MANAGING MEMBER, AND CHIEF INVESTMENT OFFICER direct 2001-12-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2001-12-01
NAVA-MAJMUDAR, AHALYA VICE PRESIDENT AND CO-OWNER 02/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CO-OWNER direct 2006-02-01
RIDGEWOOD INVESTMENTS LLC VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2006-02-01
MCGUIRE, TERRANCE, PATRICK PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER 08/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND STRATEGIES GROUP direct 2012-08-01
RIDGEWOOD INVESTMENTS LLC PRESIDENT, RIDGEWOOD DIVIDEND GROWTH AND PARTNER direct 2012-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RIDGEWOOD REAL ESTATE SERIES 1 United States 805-1124310518 Real Estate Fund 5,700,000 500,000
FREEDOM INCOME FUND I United States 805-4724104031 Other Private Fund INCOME FUND 9,153,899 300,000
RIDGEWOOD DIVIDEND PARTNERS FUND United States 805-7967008438 Hedge Fund 0 250,000
FREEDOM REAL ESTATE SERIES 1 United States 805-6573166687 Real Estate Fund 2,718,400 500,000

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